Ausbiz – Atomos, Dubber and Birddog

07 May 2022

Should investors panic and get out or stick to their guns? Dean Fergie from Cyan Investment Management says investors really need to reassess their reasoning for an investment: was it speculative short-term play (get out) or strategic longer-term growth investment (stick and/or add). Stock specifically, small end in tech is getting hammered says Dean and some real value creeping in particularly with stocks that have raised significant cash recently. Take Dubber (DUB) for example, mkt cap of $300m and with $100m in cash. It’s a buy on Birddog (DBT) says Dean, but the same can’t be said for Atomos (AMS).